SOLID| TRANSPARENT

Since 1991, TWM has built a solid reputation on careful stewardship and a transparent, fee-only model that eliminates hidden costs and conflicts of interest.

LIMITED| COMPREHENSIVE

We advise an intentionally-limited number of clients because keeping a low client-to-adviser ratio allows us to offer each client comprehensive service.

CONSERVATIVE|INNOVATIVE

TWM's track record for innovative thinking is balanced by our conservative insistence on asking, "what could go wrong?" and creating appropriate margins of safety.

MACRO|MICRO

With a macro view of each client's long-range objectives and micro attention to the details of planning, we help clients achieve financial independence.

OBJECTIVE|PERSONAL

We have created a model of objective, unbiased decision-making that is the foundation of our investment thinking and client-centric service.

 

Grounded in experience, driven by innovation, focused on you...

Founded in 1991, Thompson Wealth Management is an SEC registered investment adviser (RIA). We serve as a trusted advisor to a select number of clients who look to us for comprehensive planning and investment management.

Our location in Concord, Massachusetts exemplifies our rich history as an independent investment fiduciary, and as a founding member of the fee-only advice revolution. As tireless advocates for our clients, TWM's practice is set up so that we can think and act in clients' best interests, providing longsighted, careful, and yet always forward thinking stewardship of clients' financial matters.

Shaped by the experience and convictions of our principals, the articulation of these values and best practices on our website serves as both compass and map for our firm and its clients.

New clients by referral only.

 

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Contact Us

30 Monument Square
Suite 101
Concord, MA 01742
978-287-5151
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